《即日市評》恆指「三連升」 匯控及科網股領航
受匯控(00005.HK)、友邦(01299.HK)及美團(03690.HK)等升勢帶動下，恆指今日持續向上。市場憧憬企業季度業績，美股三大指數昨晚均創收市新高，道指及納指各升0.4%及0.2%；執筆之時美國十年期國債孳息率升至1.37釐，美匯指數升至92.31；美股道指期貨最新跌5點或0.01%，納指期貨最新升0.09%。內地公佈6月按美元計出口按年增32.2%、進口按年升36.7%，均高於市場預期；內地上半年按人民幣計出口按年增28.1%及進口增25.9%。上證綜指全日升18點或0.5%收3,566點、深證成指漲0.2%、內地創業板指數跌近0.6%，滬深兩市成交額共1.22萬億人民幣。
恆指高開178點後，早段升幅曾收窄至97點一度低見27,612，其後升幅擴至537點，高見28,052，最終全日升448點或1.6%，收27,963，連升三個交易日(累漲810點或3%)；國指升167點或1.7%，收10,113；恆生科技指數升145點或1.9%，收7,659。大市全日成交總額1,557億元，滬港通南下交易淨流入33.06億元人民幣，深港通南下交易淨流出2.38億元人民幣。友邦(01299.HK)全日股價揚3.1%，吉利(00175.HK)彈高5.2%。
【騰訊股價有支持 內地批搜狗交易】
科網股有支持，騰訊(00700.HK)全日股價上揚3.9%收555.5元，阿裏(09988.HK)、美團(03690.HK)及快手(01024.HK)全日股價分別走高4%、3.4%及5.7%。國家市場監管總局昨日(12日)無條件批準騰訊收購搜狗公司(SOGO.US)股權的交易。騰訊於去年9月與搜狗達成最終協議，以每股ADS交易價格9美元私有化搜狗，搜狗母公司搜狐(SOHU.US)並同意將所有持股悉售予騰訊。
瑞信發表報告表示，近期科技股股價的回調，相信是反映市場對相關公司今年度盈利之保守預期，該行更料於2022年盈利有進一步下跌的風險。雖然難以估計內地政府下一步監管行動，但基於部分內地科網股股價已累跌不少，建議逐步收集騰訊、美團及嗶哩嗶哩(09626.HK)及拼多多(PDD.US)。
【英取消派息限制 匯控渣打股價揚】
港股今日主板市寬向好，主板股票的升跌比率爲25比16(上日爲27比14)，上升股份1,060只(升幅2.8%)；恆指成份股今日51只股份上升，下跌股份6只，升跌比率爲88比10(上日爲62比34)；大市今日錄沽空194.99億元，佔可沽空股份成交1,323.54億元的14.732%(上日15.038%)。
銀行股造好，匯控(00005.HK)午後股價曾升逾4.2%，最終全日上揚2.6%收45.05元，渣打(02888.HK)股價漲2.5%收49.5元。英倫銀行宣佈，取消疫情大流行時期對匯控、渣打及巴克萊等金融機構的派息限制，因壓力測試顯示行業有充足的資本應對疫情對經濟的影響。
美銀證券發表報告表示，基於撥備減少下，將匯控今年度每股盈利預測上調4美仙，而2022至2023年度亦上調1至2美仙。該行不預期管理層判斷的15億美元信貸損失撥備，會於第二季回撥，但隨着時間的推移，這將爲損益表提供進一步的上行空間。該行又將匯控派息預期上調1美仙，以反映每股盈測的調整；且將明年股份回購計劃預期規模上調5億美元至20億美元，重申其「中性」評級，目標價爲51.7元。
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